Share the draft policy brief [filename=TransitEquity_Brief_v1.pdf] with [recipient=Maria Gomez], enable line comments,…
Open the PDF document you intend to send for shared review in Adobe Acrobat.
Go to the main menu and select Tools, then choose Protect.
Click on the security option to open the security settings.
Select an existing security policy that matches your compliance requirements, or create a new policy by following the prompts to define password protection, permissions, and encryption settings.
CautionEnsure the policy allows commenting and reviewing, or shared review features may be restricted.
Apply the selected security policy to your PDF by following the on-screen instructions.
Save the secured PDF document.
Initiate the shared review process by using the Send for Review feature, and distribute the PDF to reviewers.
Best practiceBefore sharing, double-check that sensitive information is either removed or properly protected, as recommended by security best practices.
You can manage and apply security policies directly from the Protect tool before starting a shared review.
This runs in the Acrobat app - there is no separate API for this task.
The main benefit of Share for Review is that it automatically combines all comments from different people into a single PDF file. If you email PDFs, you get many separate files with comments, and you have to manually put them together. Share for Review saves you a lot of time and prevents mistakes by keeping everything organized in one place from the start.
When you share a PDF for review, Acrobat helps you track who has responded. You can check the status of your shared PDF in the 'Shared by you' section within Acrobat. This area shows you which reviewers have opened the document and added their comments, keeping you informed about the progress of your review.
Using named people for sensitive documents provides better security and control. A public link allows anyone with the link to access the document, which can be risky for confidential information. When you share with named people, only those specific individuals can view and comment, as they need to sign in. This ensures that only authorized advisors or clients can collaborate on your secure documents.
After all reviewers have added their comments to a shared PDF, Acrobat automatically consolidates all their feedback into one central file. This means you don't have to manually merge comments from different versions. You can then open this single file to see all the combined comments, making it easy to review and act on the collective feedback from your advisors or collaborators.